广州上半年土拍收官 成交19宗宅地揽金195亿元

Core Viewpoint - Guangzhou's land auction market shows signs of recovery in the first half of 2025, with significant increases in transaction amounts and a preference for smaller, high-quality plots despite some land being withdrawn from sale due to market conditions and regulatory changes [1][3][6]. Group 1: Land Auction Results - On June 30, Guangzhou successfully auctioned two plots for a total price of 2.496 billion yuan, marking the end of the land auction for the first half of 2025 [1]. - In the first half of 2025, Guangzhou supplied 37 commercial land plots, with 33 successfully sold, totaling 22.735 billion yuan in transaction value [1]. - Residential land supply included 23 plots, with 19 sold for a total of 19.538 billion yuan, more than three times the amount from the same period last year [1]. Group 2: Market Dynamics - The average premium rate for residential land in Guangzhou was 2.6% in the first half of 2025, with Baiyun District achieving the highest premium rate of 19.48% [3]. - The Panyu District emerged as a key player in residential land supply, with six plots both supplied and sold, totaling 30.65 million square meters and 4.235 billion yuan in transaction value [3]. - Low-density plots are becoming mainstream, with four residential plots having a floor area ratio below 2, the highest number in four years for the same period [3]. Group 3: Challenges in the Market - Several planned land auctions were canceled on June 30 due to a lack of bidders, influenced by the surrounding market conditions [4]. - The AH050335 plot in Haizhu District faced high competition and a significant starting price, leading to its withdrawal from the auction [5]. - The new housing market in Guangzhou is experiencing a downturn, with a 40% drop in visitor numbers and a 52% decrease in sales volume in early June 2025 compared to the previous year [6]. Group 4: Regulatory Impact - The tightening of "calculation of floor area ratio" regulations has affected land sales, leading to increased second-hand housing listings and price stability issues [6]. - The new regulations have resulted in a rise in high-efficiency housing products, impacting the market dynamics for both new and second-hand properties [6].